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Essential 40 Stock I ESSIX

Quantitative rating as of | See KKM Investment Hub
  • NAV / 1-Day Return 12.09  /  1.14 %
  • Total Assets 48.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.29%
  • Turnover 21%

Morningstar’s Analysis ESSIX

Will ESSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Essential 40 Stock I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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